『Financial Advisor Marketing Podcast』のカバーアート

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

著者: James Pollard
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Financial advisors, does this sound familiar? You're barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I'm James Pollard. I'm the founder of TheAdvisorCoach.com and host of the "Financial Advisor Marketing" podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you'll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don't have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they'd like to build their businesses. And third, I don't take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James PollardCopyright 2018-2026 マーケティング マーケティング・セールス 個人ファイナンス 経済学
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  • Are Financial Advisors REALLY Getting Clients From LinkedIn?
    2026/07/20

    I am constantly asked by financial advisors who tried LinkedIn but failed with it whether or not it's really a platform for getting high-quality clients.

    My response?

    Yes, financial advisors are really getting clients from LinkedIn. But only if they're not making one of the four fatal mistakes I reveal in this episode.

    Unless you've only tried LinkedIn for a day and gave up as quickly as you started… if LinkedIn hasn't led to a handful of high-quality appointments and real clients who happily fork over your fees, then I'm willing to bet that you're committing at least one of these four mistakes. And you're likely making several of them!

    That's the bad news.

    The good news?

    After you listen to this episode, you'll at least catch yourself when you make one of the four fatal LinkedIn marketing mistakes. And if you take the content of this episode seriously?

    Then, well, you'll also discover the 3 key things that the most successful advisors use to create new clients from LinkedIn month after month after month.

    Listen now.

    Show highlights include:

    • 4 ways that financial advisors butcher their LinkedIn marketing so bad that they get duped into thinking the platform is completely useless (2:10)

    • The only 2 possible suspects for when a certain marketing campaign fails (if your primary suspect is not one of these … you got the wrong "guy") (2:37)

    • How asking yourself this single question will finally convince you that LinkedIn DOES work (and also reveals why it hasn't worked for you) (3:32)

    • Why automating your LinkedIn outreach, even if it doesn't get you banned from their platform, will almost always produce lackluster results, if any at all (4:35)

    • A simple, but time-consuming outreach tactic that researchers call the "Effort Heuristic" that will instantly dust off the cobwebs from your LinkedIn messages (6:44)

    • How to generate more meetings and land more clients from LinkedIN by cutting your outreach efforts by whopping 95% (7:29)

    • The "Pitch Slap" mistake that's rampant amongst advisors marketing on LinkedIn that makes your ideal clients actively dislike you (you're literally better off doing nothing at all rather than making this mistake) (8:10)

    • The single most expensive (and easy-to-make) LinkedIn mistake you're making and how it ruins everything else you do on the platform (15:02)

    • 3 things that every advisor who uses LinkedIn to generate clients on demand does that I bet you're not doing (16:12)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    25 分
  • 7 Self-Improvement Lies Financial Advisors Should Stop Believing
    2026/07/13

    The multi-billion dollar self-help industry has a deep and dirty secret:

    They sell you junk food dressed up like health food. Not only do some of the most commonly parroted lines and "lessons" not actually help you… but many will actively hurt you and your business.

    In fact, there are 7 such self-improvement lies that will do more harm to your business, your wealth, and your future than good.

    In today's show, I break down each of these 7 lies and show you why they're nothing but dangerous lies.

    Listen now.

    Show highlights include:

    • The insidious way the multi-billion dollar self-help industry sets you up to fail (while pretending like they're helping you) (1:41)

    • The #1 biggest self-help lie almost every advisor believes (3:21)

    • How to create the perfect morning routine for yourself (without waking up at 4:30 am, jumping into a cold plunge, or wasting your entire morning journaling and repeating affirmations) (5:36)

    • Why having the most positive, growth-oriented, abundant mindset means nothing if you haven't figured out THIS (7:35)

    • What nobody has ever told you about the "you're the average of the 5 people you spend the most time with" line that gets parroted by every life coach, every podcast, and every self-help book (9:12)

    • Why manifestation does NOT work (and how I got seduced by the lies of manifestation for years and years and years) (13:09)

    • How fantasizing about your future success will literally make it less likely to happen (this is backed by hard research and data) (14:09)

    • The cold, hard truth about imposter syndrome and the slow and dreadful way to eliminate it forever (15:25)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    23 分
  • Proven Way For Financial Advisors To Triple Their Lead Flow
    2026/07/06

    Here's something you might not like to hear, but you need to hear it:

    The reason you're not as successful or effective as you want isn't because of the market, the economy, or any other external factor. The reason is you.

    Take, for instance, the fact every listener of this show knows enough to get started. And yet, the vast majority will let that information die in the deep recesses of their mind instead of taking swift action on it.

    The biggest difference between the most successful and most mediocre advisors isn't a skill gap. The successful ones aren't naturally better at marketing than you are.

    The real difference?

    They know how to get out of their own way.

    In today's show, you'll discover how to get out of your own way, sneaky ways that the mind tricks you into creating obstacles out of thin air, and why this is the secret to tripling your lead flow.

    Listen now.

    Show highlights include:

    • The strange way getting your health biomarkers checked regularly improves your marketing ROI (1:15)

    • This proven way to triple your lead flow is so effective and so simple that most advisors will simply ignore it (5:54)

    • Here is the most straight-forward, yet comprehensive landing page formula you'll ever need (it's stripped down on purpose because it prevents you from turning a simple landing page into a cathedral!) (7:07)

    • Why executing at breakneck speed (even if it means making big, fat mistakes) is the single best wealth-generating machine for advisors (8:23)

    • How to get more done in one afternoon than most advisors accomplish all quarter (and why this is far easier than you might think) (9:17)

    • 3 deadly "productive" activities that robs financial advice businesses blind without your realizing it (11:21)

    • The 80% rule for becoming at least three times more effective, for tripling your lead flow, and for reaching financial freedom 3x faster than your most heated competitor (12:46)

    • Why do so many financial advisors get haunted by the Research Demon? Here's the truth… (15:34)

    • How to improve your results by 500% compared to the next best advisor (16:27)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    21 分
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